Disbeliever

3.1K posts

Disbeliever

Disbeliever

@Holy_Jelli

Katılım Ağustos 2024
67 Takip Edilen134 Takipçiler
Disbeliever retweetledi
Murray 🇺🇸
Murray 🇺🇸@Rothbard1776·
@JDVance Trump pardoned a ton of criminals who were convicted of committing fraud against the American people for $ billions. How can your administration claim to care about fraud while you’re pardoning convicted criminals who defrauded the American people for billions of dollars?
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George Noble
George Noble@gnoble79·
"I see so many ghosts. They're already dead. They don't even know it." A 45-year Wall Street veteran just said that about the current generation of finance professionals to me. George Robertson started at Salomon Brothers in 1981 when bond yields were 14%. He's survived every blow-up from Long-Term Capital to 2008 to COVID. And he's convinced a massive reset is coming that will produce RUIN for people who don't see it. I just interviewed him, and let me walk you through the one thing most people in this space fail to understand: The stock market has effectively become a single instrument. Every major quant fund is staffed by the same MIT graduates running the same models through the same filters arriving at the same conclusions. There are maybe 4 or 5 ideas being expressed across the entire systematic trading universe at any given time. The diversity that makes markets function as a price discovery mechanism is GONE. Jane Street just reported $16.1 billion in trading revenue in a SINGLE QUARTER. One firm. 3,500 employees. More trading revenue than JPMorgan or Goldman Sachs. Full year 2025 was $39.6 billion. Lever that capital 10 to 1 across all the major quant players and you're looking at trillions in gross exposure approaching the monthly GDP of the United States. Until something overwhelms that kind of firepower, these firms effectively dictate market behavior. The rest of us are passengers. And that's why markets look so deceptively calm right now. Tight ranges, suppressed volatility, weeks and months where nothing seems to move. But the calm IS the danger. All the mispricing that should be correcting incrementally through normal price discovery is instead building up like pressure in a sealed system. And when it finally releases, it won't be a normal correction where you have weeks to adjust your positioning... It will be years of stored mispricing detonating in DAYS. We've seen the same thing before: In the 1990s, Long-Term Capital Management was so dominant in fixed income that it killed price discovery across the entire asset class. Danish mortgages, basis trades, risk arbitrage, nothing functioned properly while LTCM existed. Normal pricing only returned after they literally collapsed. Now apply that dynamic to the ENTIRE equity market. And the agencies that were supposed to protect investors from exactly this kind of concentration have been gutted. Sherman Act enforcement is effectively dead. The AI industry operates as an informal trust, 3 or 4 companies integrated vertically and horizontally in ways we haven't seen since Carnegie and Rockefeller. Trevor Milton rolled a truck down a hill, called it technology, and got pardoned. Crime pays. So who stops the next guy? Meanwhile capital markets have grown to roughly 4x GDP. When I started in this business they were roughly the SAME size. So when the repricing comes, the damage to the real economy will be multiples of anything we've experienced. Nobody has a clean answer for what to do about this. Not me. Not Robertson. Not anyone being honest with you. But after 45 years doing this myself I know this much: The correction WILL come. Price discovery WILL return. The only question is whether you survive it or whether you're one of the ghosts who never saw it coming.
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Scott Jennings
Scott Jennings@ScottJenningsKY·
This New York Times "article" about Israel is such a journalistic atrocity that I actually feel stupid reading it out loud. If everyone at the NYT who is responsible for this is not fired, then the publication will lose whatever shred of credibility it has left.
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Jikkyleaks 🐭
Jikkyleaks 🐭@Jikkyleaks·
@quay_dr Disagree. Riddle me this. These two USAMRIID samples were "taken" 20 years apart. Do you know how many mutations (SNPs) there were? Zero. None. Nil. Nada. The 1 listed SNP is a sequencing miss. 1997->2018. Why are USAMRIID in Argentina?
Jikkyleaks 🐭 tweet mediaJikkyleaks 🐭 tweet mediaJikkyleaks 🐭 tweet media
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Aaron Misthal
Aaron Misthal@AMist78·
@Holy_Jelli @alaynatreene @zerohedge They massacred tens of thousands and they did it purposefully whereas the school was a terrible accident. If you’re more disgusted by this administration than the Mullahs you’re either hopelessly blinded by hate of Trump or just don’t care about Iranian people.
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Alayna Treene
Alayna Treene@alaynatreene·
Trump has grown increasingly frustrated with how the Iranians are handling negotiations to end the war, and some Trump aides say that he is now more seriously considering a resumption of major combat operations than he has in recent weeks. cnn.com/2026/05/11/wor…
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Disbeliever retweetledi
Stephanie Seneff
Stephanie Seneff@stephanieseneff·
A major setback for mRNA cancer vaccine technology. A closely watched phase 2/3 trial of Moderna's product to treat cutaneous squamous cell carcinoma was prematurely terminated, without revealing the reasons for aborting the trial. trialsitenews.com/a/moderna-and-…
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Yossi Farro
Yossi Farro@FarroYossi·
It’s Jewish American Heritage Month. Without Jewish Americans, you wouldn’t have: Google. OpenAI. WhatsApp. Facebook. Anthropic. Polymarket. Palantir. The NBA. Dell. Waze. Goldman Sachs. Oracle. BlackRock. Home Depot. Estée Lauder. Starbucks. Just to name a few. Jewish Americans have helped shape modern technology, finance, entertainment, sports, medicine, and entrepreneurship far beyond our numbers.
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Geraldo Rivera
Geraldo Rivera@GeraldoRivera·
Oil companies are being unjustly enriched. They are war profiteers. POTUS should impose an excess profits tax. They are blood suckers.
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ThunderGranite
ThunderGranite@Thundergranite·
@GeraldoRivera I say nationalize them or at least keep domestic supply at a certain price before they can export, Iran has a nationalized oil industry and they pay 11 cents a gallon
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Disbeliever
Disbeliever@Holy_Jelli·
@GeraldoRivera POTUS caused the high prices/profits. Why are you blaming commodity markets?
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Disbeliever
Disbeliever@Holy_Jelli·
@BryceMLipscomb I am sorry he turned out to be an Israeli-first pedophile but there is no way any rational person could have voted for 🐪 la. We were fvcked either way.
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Bryce M. Lipscomb
Bryce M. Lipscomb@BryceMLipscomb·
Deficit Donald planned on crashing the stock market by 25-30% & having oil go up to $300 per barrel. Trump & MAGA are next level retarded. He is purposely crashing the economy, I’m embarrassed I voted for this pedophile. I helped destroy this country with my vote & I’m sorry.
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Barak Ravid
Barak Ravid@BarakRavid·
The U.S. military conducted strikes on Thursday on Iranian targets in the Strait of Hormuz area, a U.S. official said. The U.S. official said the strikes do not constitute a resumption of the war with Iran
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